GREENWOOD VILLAGE, COCRD 322607Latest ADV February 25, 2026
Noble Wealth Management P.B.C. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated February 25, 2026, reports $400M in regulatory assets under management, 5 employees, 1 office, and 672 accounts.
Assets Under Management
$400M
Employees
5
Offices
1 office
Total Clients
199
Primary office
GREENWOOD VILLAGE, CO
6400 S FIDDLERS GREEN CIRCLE, SUITE 525, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
118
2
Individuals
39.2%
78
3
Charitable
1.0%
2
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$400Mas of February 25, 2026
Discretionary97.6%
$391M
98% of total RAUM97.6%
Non-discretionary2.4%
$10M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$400M
Total Accounts672
10Y AUM Change+$400M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee40:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.